PWS

Peloton Wealth Strategists Portfolio holdings

AUM $249M
1-Year Est. Return 10.61%
This Quarter Est. Return
1 Year Est. Return
+10.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$2.38M
2 +$1.39M
3 +$1.36M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$919K
5
ILMN icon
Illumina
ILMN
+$908K

Top Sells

1 +$2.13M
2 +$2.02M
3 +$1.98M
4
ABMD
Abiomed Inc
ABMD
+$1.28M
5
HSIC icon
Henry Schein
HSIC
+$1.14M

Sector Composition

1 Healthcare 16.14%
2 Financials 13.8%
3 Consumer Discretionary 12.29%
4 Technology 11.69%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,599
77
-3,596
78
-21,500
79
-6,574
80
-7,485